Setup Guide

Follow these steps to connect Square to your CData Connect account:

  1. Open the Connections page of the CData Connect dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Square into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. (Optional) To set a business location as default, enter the Id in the Location Id field. Otherwise, leave this field blank.

  6. Click Sign in to connect securely through OAuth. This action opens the Square sign-in page in a new tab.

  7. Log into your Square account and provide the requested permissions (if applicable).

  8. At the top of the CData Connect Add Square Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect and Square, see this information page.